Morningstar Investment Management LLC Options Holdings

Morningstar Investment Management LLC

  • $922 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $922 Million
  • Prior Value $870 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email